Billionaire Julian Robertson And John Griffin Are Bullish About These Stocks

By Insider Monkey: By Guan Wang
Tiger Cubs are doing quite well this year. John Thaler, Stephen Mandel, Chase Coleman, and John Griffin are all amongst the best performing hedge funds we track. The legendary Julian Robertson is at the top of the Tiger Cubs family tree. He is the founder of Tiger Management and has cultivated a number of successful money managers, including John Griffin. Second in command at Tiger Management, Griffin left Tiger in 1996 and founded his own firm Blue Ridge Capital, a long/short equity hedge fund with a long bias. Both Robertson and Griffin reported their 13F holdings as of March 31, 2012 in mid-May.What stocks are they both bullish about?

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By Insider Monkey: John Griffin is one of the most successful "tiger cubs." He launched his own hedge fund, Blue Ridge Capital, in 1996. Prior to that, he was second in command at Julian Robertson’s Tiger Management. In 2007, he was declared one of the top hedge fund managers as Blue Ridge returned 65%. Even during the financial crisis of 2008, Griffin had a relatively small loss of around 8%. Similar to other Tiger cubs, he adopts a long/short equity strategy with a long bias.

By Insider Monkey: John Griffin is one of the Tiger cubs. He was second in command at Julian Robertson's Tiger Management and he launched his own hedge fund Blue Ridge Capital in 1996. Similar to other Tiger cubs, Griffin is a long / short equity investor with a long bias. In 2005, Griffin made $175 million. He returned 75% in 2007, pocketing another $624 million. He lost only 8% during the tough financial period in 2008.

By Insider Monkey: John Griffin was the second in command at Julian Robertson's Tiger Management. Like many other Tiger cubs, Griffin launched Blue Ridge Capital in 1996 after cutting his teeth Robertson’s legendary hedge fund.

By Insider Monkey: Even though Julian Robertson has stopped managing money for his clients since 2000, he is still widely followed in the media. During his active years, Robertson was considered as the “Wizard of Wall Street”. His Tiger Management, one of the earliest hedge funds, returned an astonishing 31.7% per year after fees between 1980 and 1998, beating the 12.7% annual return of the market.

By Insider Monkey: John Griffin was second in command at Julian Robertson's Tiger Management. In 1996, he launched Blue Ridge Capital. His investment style is similar to other Tiger cubs who are long/short equity investors with a long bias. Griffin was one of the top hedge fund managers in 2007, returning 65% and pocketing $625 million. He also personally made $175 million in 2005.

By Insider Monkey: Valiant Capital Management is a global long/short equity hedge fund founded by Christopher R. Hansen in March 2008. Prior to that, Christopher Hansen was a Managing Director of Blue Ridge Capital from 2001 to January 2008. Mr. Hansen is the president and portfolio manager of Valiant and is supported by six junior partners who serve as senior analysts.

By Insider Monkey: Julian Robertson is a legend. Everyone in the hedge fund industry knows him. Even though he has stopped managing money for his clients since 2000, Robertson is still widely followed in the media and his opinions attract lots of attention.

By FAF Research:John Griffin started his career as a financial analyst for Morgan Stanley Merchant Banking Group before moving on to Tiger Management, where he became president in 1993. He was known as the right hand of Julian Robertson. Griffin and a few others were named as Tiger Cubs as they worked with Julian Robertson at Tiger Funds.